ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,983 | -26.4% | 3,292 | -23.9% | 0.03% | -27.9% |
| Q2 2023 | $364,064 | -4.3% | 4,325 | -11.3% | 0.04% | -14.0% |
| Q1 2023 | $380,460 | +20.0% | 4,878 | +10.4% | 0.05% | +6.4% |
| Q4 2022 | $317,157 | +7.1% | 4,418 | +0.1% | 0.05% | -2.1% |
| Q3 2022 | $296,000 | +78.3% | 4,414 | +91.6% | 0.05% | +77.8% |
| Q2 2022 | $166,000 | -14.9% | 2,304 | +2.5% | 0.03% | -10.0% |
| Q1 2022 | $195,000 | +25.8% | 2,247 | +34.5% | 0.03% | +30.4% |
| Q4 2021 | $155,000 | +278.0% | 1,671 | +241.7% | 0.02% | +228.6% |
| Q3 2021 | $41,000 | -61.7% | 489 | -62.3% | 0.01% | -63.2% |
| Q2 2021 | $107,000 | -9.3% | 1,296 | -16.2% | 0.02% | -17.4% |
| Q1 2021 | $118,000 | -38.2% | 1,546 | -42.2% | 0.02% | -43.9% |
| Q4 2020 | $191,000 | +17.9% | 2,674 | +110.7% | 0.04% | +2.5% |
| Q3 2020 | $162,000 | – | 1,269 | – | 0.04% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $14,000 | -12.5% | 128 | -8.6% | 0.01% | -11.1% |
| Q2 2019 | $16,000 | +300.0% | 140 | +250.0% | 0.01% | +350.0% |
| Q1 2019 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $4,000 | -73.3% | 40 | -71.4% | 0.00% | -66.7% |
| Q3 2018 | $15,000 | +275.0% | 140 | +250.0% | 0.01% | +350.0% |
| Q2 2018 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | +50.0% |
| Q3 2017 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% |
| Q2 2017 | $4,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |